Alex Michael Kruszewski
Investment adviser representative at Schwab Wealth Advisory, Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Schwab Wealth Advisory, Inc.Jun 2026 to now
- Charles Schwab & Co., Inc.May 2024 to now
- TD Ameritrade, IncJun 2022 to May 2024
- TD Ameritrade, IncJun 2021 to May 2022
- Elite Home RestorationMay 2020 to May 2021
- Northern Illinois UniversitySep 2019 to May 2020
- DominosMay 2019 to Sep 2019
- UnemployedMay 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7319880
- Firm CRD
- 159035